Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally. It operates through four segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (25 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $406.54 Implied EV: $190.99B |
What growth rate is the market pricing in at $465?
The market implies +11.6% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +16.6%, reflecting heavy growth investment.
Narrow moat with margin stability as the key competitive advantage. Improving roic consistency would strengthen the moat.
"Market is pessimistic — investigate whether fears are temporary or structural"
Near fair value with balanced sentiment — no strong signal in either direction
